IVLU ETF

$42.44

Returns Overview

1 Month
+1.16%
3 Months
+11.22%
6 Months
+13.71%
YTD
+12.06%
1 Year
+36.40%
3 Years
+26.19%
5 Years
+14.53%
10 Years
+11.02%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVLU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.16%

3 Months Performance

+11.22%

6 Months Performance

+13.71%

1 Year Performance

+36.40%

Benchmark & Peers

Benchmark
MSCI World ex USA Enhanced Value Index(^M1WOUEV)
This ETF (YTD)
+12.06%
Peer Avg (YTD)
+8.04%
vs Peers
+4.02%

IVLU ETF Performance

IVLU performance across multiple time periods: 1-month 1.16%, YTD 12.06%, 1-year 36.40%, 3-year 26.19%, 5-year 14.53%, 10-year 11.02%.

IVLU returns outperform the peer average of 8.04% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this ETF.

IVLU performance comparison shows side-by-side returns with another fund. IVLU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.16%May 22, 2026 to Jun 22, 2026
3 Months+11.22%Mar 23, 2026 to Jun 22, 2026
6 Months+13.71%Dec 22, 2025 to Jun 22, 2026
1 Year+36.40%N/A
3 Years+26.19%N/A
5 Years+14.53%N/A

All returns shown are total returns, not annualized